Real understanding and first-hand experience

Built by the Scott family to serve their wealth and the wealth of families like yours, Sandaire brings deep knowledge to your family’s unique needs.

Our story is your story.

While every family of wealth has their own distinct story, we all share pivotal moments that form part of our family lore, whether in recent times or the distant past. Times of triumph, of tough choices and pioneering paths taken. It’s what makes each family wonderfully unique, but it is also a common bond, irrespective of whether wealth is situated at the first or fifth generation of its lifecycle.

Our history.

Sandaire’s journey began over a century ago with the pioneering approach and spirited personalities of the Provincial Insurance Company. A path that three generations later – following the sale of Provincial – led to the formation of a family office to meet the investment needs of the Scott family. As expertise widened, so did our offer, creating today’s multi-family office working with extraordinary families to manage their multigenerational wealth needs.

1903

1918

1922

1994

1996

2012

2017

2019

The Provincial Insurance Company is founded by Sir James Scott in Manchester.

Provincial moves from Bolton to its new Head Office, Sand Aire House in Kendal, Cumbria.

The Scott brothers invite distinguished economist John Maynard Keynes to provide investment advice. A year later he joins the Provincial Board.

Provincial had grown to employ 2,200 staff with a turnover in excess of £350m. Offices through the UK, plus Hong Kong, Singapore, Australia and Kenya.

Sandaire is founded by Alex Scott to manage the wealth of the family following the sale of Provincial.

Sandaire opens an office in Singapore to extend services to families in Asia and enhance our global investment capabilities.

James Fleming (L) joins Sandaire as Chief Executive and Warwick Newbury (R) as Chairman.

Sandaire builds on its investment office service, launching private equity, real estate and corporate finance businesses.

Our values.

As stewards of wealth, it is important to remember our values are not just about past performance, or how Sandaire is performing today. It is also about providing a framework to ensure it will perform well for future generations.

Pioneering.

We strive to stay at the forefront of our industry, both through our exceptional service and our unique approach tailored to you.

Thoughtful.

Our ideas are driven by you and your family. We approach your needs with careful consideration.

Committed.

We dedicate considerable time to building lasting, meaningful relationships with you, as well as our partners and advisers.

Supportive.

We understand that achieving multigenerational wealth is challenging, complex and highly personal. We make it our business to help you on that journey.

Independent.

We are unconditionally impartial, striving to act in your best interests and always with integrity.

Our people.

Our people are experts and have held senior roles across the breadth of the financial services industry in asset management; private banking; private equity; sustainable, responsible and impact investment; professional trusteeship and accounting.

Our Investment, Real Estate, Corporate Finance and Private Equity teams have over 250 years of combined investment experience. This expertise, coupled with our network of professional partners is the lifeblood of our firm and allows us to give confident, effective and highly valuable advice to clients.

Alex Scott

Founder

As Founder of Sandaire, Alex sets the standard for the level of client service and commitment to wealth stewardship that clients expect.

James Fleming

Chief Executive Officer

James has over 30 years of experience of working with families of significant wealth both in the UK and internationally.

Warwick Newbury

Chairman

Warwick has extensive experience in private banking and a strong track record in business-building.

Bruce Offergelt

Chief Financial Officer

Bruce’s breadth of involvement across the firm, combined with his genial manner, helps define and nurture the firm’s strategy.

Andrew Waldren

Chief Operating Officer

Andrew has over 28 years of experience, predominantly across the private wealth sector, with proven strong leadership and expertise in building cohesive teams.

StJohn Gardner

Chief Investment Officer

StJohn is the manager of Sandaire’s investment strategy, leading the team in the allocation of clients capital to the various asset markets and the analysis and selection of investments.

Charlotte Filsell

Head of Client Relationship Management

Charlotte’s wealth of investment experience and meticulous client service inspire confidence and trust; her perceptive and thoughtful approach allows her to develop strong rapport with clients and their advisors.

Chris Horler

Managing Director, Real Estate

Chris is a Chartered Surveyor with over 30 years’ experience in Real Estate and will provide real estate portfolio, transaction and asset management services and advice to new and existing clients.

Michael Mowlem

Managing Director, Private Equity

In more than two decades in the UK private equity industry, Michael has been responsible for all aspects of the investing lifecycle: from sourcing capital from institutional and family office clients, to identifying, structuring and executing investment opportunities.

Paul Staples

Managing Director, Corporate Finance

Paul has worked on a wide range of landmark transactions across all major international markets. He has longstanding client relationships throughout the industry.

Marc Cane

Head of Risk & Compliance

Marc is Sandaire’s Head of Risk and Compliance and has over 20 years of experience working in Compliance departments.

Andy Mattocks

Head of Corporate Development

Andy is the architect of the business strategy, leading navigation of the development and implementation of Sandaire’s future plans, alongside responsibility for the marketing function.

Charles Peacock

Client Relationship Director

Thoughtful and analytical, Charles brings his broad experience to bear in advising his clients and anticipating their investment-related needs.

Janet Tarbet

Client Relationship Director

Janet is responsible for advising her clients and their families across the broad range of services at Sandaire.

Samuel Bosanquet

Client Relationship Director

Sam has a diverse range of skills and a strong investment background that helps clients understand the different facets of the broad investment universe and develop suitable investment strategies for their specific objectives.

Joseph Jawad

Client Relationship Director

Joseph’s insightful approach and diverse international experience have given him an understanding that promotes trust and enables clients to navigate the complexities of wealth with confidence.

Robert Stokely

Real Estate Director

Robert is a Fellow of the Royal Institution of Chartered Surveyors and has more than 25 years’ commercial property experience.

Stuart Fox

Investment Director

Stuart is involved in all aspects of the investment process with a particular focus on equity tactical asset allocation recommendations . He also manages a number of client portfolios.

Ahmed Javed

Corporate Finance Director

Ahmed is a trusted adviser for clients requiring corporate finance advice encompassing mergers, acquisitions, disposals, management buy-outs and buy-ins, corporate restructurings and fundraisings.